FÉRIQUE Portfolios
Turnkey solutions to invest in a combination of actively managed mutual funds, tailored to your investor profile and supported by professional expertise and management, so you can invest with confidence and peace of mind.
Fund Portfolios - Turnkey solutions
Professional management
FÉRIQUE Fund Management selects world-class managers and oversees them closely, with a strong focus on risk management.
Rebalancing included
Market movements can lead to deviations from the target allocation, requiring adjustments. With our portfolios, your investments are rebalanced as part of a rigorous process.
Less in fees. More for you.
As a non-profit organization, FÉRIQUE Fund Management reinvests surpluses for your benefit, notably to keep management expense ratios (MERs) among the most competitive in Canada¹.
6 FÉRIQUE Portfolios
In general, for a Portfolio, a higher proportion of equity funds typically results in a higher level of risk, as well as greater return potential. To determine which Portfolio is best suited to your investor profile, consult a member of the Wealth Management team at FÉRIQUE Investment Services.
The Portfolio is comprised of 85% fixed income funds and 15% equity funds to provide investment income and, to a lesser extent, capital appreciation through diversification among different types of investments. It mainly invests in mutual funds that are exposed to bond securities, money market securities and, to a lesser extent, Canadian and foreign equities.
The Portfolio is comprised of 70% income funds and 30% equity funds to maximize investment income and, to a lesser extent, provide long-term capital appreciation through diversification among different types of investments. It mainly invests in mutual funds that are exposed to bond securities, Canadian and foreign equities, as well as money market securities.
The Portfolio is comprised of 40% fixed income funds and 60% equity funds to maximize long-term capital gain through diversification among different types of investments. It mainly invests in mutual funds that are exposed to bond securities, Canadian and foreign equities, as well as money market securities.
The Portfolio is comprised of 30% fixed income funds and 70% equity funds to maximize long-term capital growth through diversification among different types of investments. It mainly invests in mutual funds that are exposed to Canadian and foreign equities, bond securities, as well as money market securities.
The Portfolio is comprised of 15% fixed income funds and 85% equity funds to maximize long-term capital growth through diversification among different types of investments. It mainly invests in mutual funds that are exposed to Canadian and foreign equities and, to a lesser extent, bond securities and money market securities.
The FÉRIQUE 100% Equity Portfolio seeks to maximize long-term capital growth by a policy of diversification among different types of investments. It mainly invests in mutual funds that are exposed to Canadian and foreign equities.
Target allocation of FÉRIQUE Portfolios
The FÉRIQUE Global Diversified Income Fund invests primarily in fixed income securities, but may also hold equity securities. Due to this mixed composition, the sum of the percentages allocated to the underlying funds of the Portfolios may differ from the target asset class allocations.
Key management features
Competitive returns
Our funds aim to deliver returns above industry medians with a reasonable level of risk. Over a 10-year period, 94% of assets have achieved this objective².
Diversified investments
The Portfolios offer diversification across asset classes, management styles, and geographic regions.
Responsible investing
Since 2006, the principles of responsible investing have been incorporated, to varying degrees, into certain investment solutions within our lineup.
Need advice for your investments?
Our advisors are available to analyze your profile and help you determine whether our ETF Portfolios are suitable for your objectives, as well as to select the appropriate allocation.
With FÉRIQUE ETF Portfolios, as with all products in the FÉRIQUE Funds and Portfolios range, advice is provided at no additional cost when you transact through FÉRIQUE Investment Services, the principal distributor of FÉRIQUE Funds.
Regulatory documents
All the regulatory documents you need for FÉRIQUE Funds and Portfolios.
¹Management expense ratios of FÉRIQUE Funds are among the lowest when compared with their reference universe in Canada, based on data from Fundata Canada Inc.
²Positioning of FÉRIQUE Funds and Portfolios relative to competitors as at September 30, 2025. Sources: Fundata Canada Inc. (funds with service universe) and FÉRIQUE Fund Management. As of October 25, 2024, the FÉRIQUE Global Equity Fund acquired the assets of the FÉRIQUE Asian Equity Fund as part of a reorganization, and the Fund’s investment objectives were modified. Performance prior to the effective date of the reorganization reflects the performance of the FÉRIQUE European Equity Fund (now the FÉRIQUE Global Equity Fund) under its previous investment objectives. The reorganization and the changes to the investment objectives could have had a significant impact on the Fund’s performance had they been in effect for the entire performance measurement period.